Today's episode of the Apex Business Advisors Podcast is all about Conference Season. Andy and Doug share insights from their past attendance at two major industry events: the International Business Brokers Association (IBBA) conference and the M&A Source Conference as a preview for their upcoming trips to the events. The episode highlights the inv…

We share the story of a deal that faced potential derailment due to an attorney's intervention. This highlights the critical role of attorneys in the deal-making process and the importance of careful selection and collaboration with brokers and sellers. We stress the significance of time in deals and discuss pitfalls that arise when attorneys adopt…

In this episode of the Apex Business Advisors podcast, Andy and Doug discuss the critical importance of honesty between lenders and borrowers when securing business loans. They examine a recent transaction failure resulting from undisclosed financial issues, highlighting the need for transparency. The episode delves into potential pitfalls in filli…

Andy and Doug share amusing anecdotes from memorable buyer-seller meetings. From unexpected attire choices to mismatched buyers and sellers, they entertain listeners while offering valuable insights into effective communication, preparation, and broker involvement in successful business deals. This episode is a must-listen if you're in the market t…

In this episode of the Apex Business Advisors Podcast, host Andy Cavanaugh and Doug Hubler chat with Jason Moxness, a seasoned expert on Small Business Association (SBA) loans. They discuss recent changes in the SBA landscape and their impact on business acquisitions, covering updates on loan application processes, criteria, and qualifying factors.…

Doug and Andy's schedules did not align for them to record this week, so we're using the audio from a brief portion of a webinar that Andy was a presenter on a few weeks ago. His part centered around the concept of Owner's Metrics vs. Manager's Metrics. We hope you enjoy this special edition of the podcast, and we'll be back next week with Andy and…

On today's episode of the Apex Business Advisors Podcast, Andy and Doug are talking about extreme add backs. These aren't just any add backs, these are the add backs where a seller has pushed it past the line. They also share the example of tax savings versus lost value at sale. Interested in learning how the market would view your business today? …

Doug and Andy are joined by one of our newest brokers, Tom Bailey. Hear how Tom's background as an engineer and entrepreneur led him to Apex and what he plans on accomplishing while he is here. Welcome aboard, Tom! Want a sample of the businesses we've sold? Check out the Sold page on our website, then get in touch for a Free Consultation.…

Andy and Doug are joined by Chuck Campbell today to discuss a recent deal that Chuck just closed. The deal had a lot of wrinkles that Chuck expertly navigated. You'll hear about the challenges presented by the Exclusive Listing Process, Buyers that had separate legal representation, dealing with a small town business, and how those were overcome. W…

Andy and Doug discuss the four things that will land a Buyer, Seller, or Team Member on the DNWW (Do Not Work With) List. They discuss deal killers, NDA breakers, liars, and process breakers. Interested in learning if your business is sell ready? Take the survey to find out.由Apex Business Advisor Podcast

On today's Apex Business Advisors podcast episode, Andy and Doug discuss a recent Offer to Purchase they received. The buyer took the Apex form and made some "adjustments." The discussions revolve around how the buyer inadvertently waived their right to exclusivity, Apex's ability to provide financial information to a lender, and the seller's requi…

On today's episode of the Apex Business Advisors podcast, Doug talks about the Apex Awards Banquet, Andy shares a story about a buyer looking for Creative Financing in a hyper-competitive market, and they unveil the latest tools to help Sellers understand the value of their business. If you want to learn how "Sell Ready" your business is, take the …

On today's episode of the Apex Business Advisors Podcast, Andy and Doug are joined by Dan Loiacano to discuss how real estate can impact the ability to sell a business. The discussion topics include the highest and best use of the property, which may not necessarily be the business built and residing on the property. They further discuss the curren…

Listen to today's episode of the Apex Business podcast where Andy and Doug discuss the one key thing that can keep a deal together or cause it to fall apart - communication. Interested in learning how the market would view your business? Take a free assessment of your business and get a custom sellability score.…

On this Apex Business Advisors Podcast episode, Andy and Doug discuss the importance of aligning Sellability between the Business, Owner, and Financial needs. Interested in learning how the market would view your business? Take a free assessment of your business and get a custom sellability score.由Apex Business Advisor Podcast

For our 100th episode, we wanted to bring in the team at Apex to hear what they're grateful for, their favorite clients, and what they're looking forward to in 2024. Thank you for a great 100 episodes. We're excited to bring the next 100. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our…

Andy and Doug discuss the amount of capital a buyer needs to bring to the table to make a deal work. They'll discuss the criteria that mean a deal fits, including the Owner's Salary needs, Debt Service, Operating Capital, and Taxes. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our websi…

Andy and Doug were recently part of a deal where the owner suddenly passed away, and the family and estate were left with quite a mess to deal with. Today, they discuss that while an exit may not be imminent, having a succession plan is something that is necessary and warranted at all lifecycles of a business. Ready to start the conversation? Get i…

Andy and Doug discuss examples of where Buyers neglecting to complete information, changing entities, and good ol fashioned not following instructions impact the timeliness of a deal closing. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includes connecting with Apex T…

On today's episode of the Apex Business Advisors podcast, Andy and Doug talk to newer buyers who wonder why they have to sign a non-disclosure and share financial information before seeing any information on a business. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which inc…

On today's episode of the Apex Business Advisors podcast, Andy and Doug highlight critical information from the latest Market Pulse Survey that pertains to buyers and sellers of Main Street and Mid Market Businesses. Ready to start the conversation? Get in touch for a FREE consultation. The best way to learn about us is at our website, which includ…

On this episode of the Apex Business Advisors podcast, Andy and Doug are joined by Ron Kleier. Ron is a veteran broker joining us to share his road to success, industry specific expertise, and share the best casinos to visit when driving through rural Oklahoma. Can't get enough of Andy and Doug? Head on over to our friends at the Small Business Mir…

On this episode of the Apex Business Advisors Podcast Andy and Doug discuss the three different types of Valuations. The discuss the purpose of the the reports and when it is appropriate to use a Certified Valuation, Standard Valuation, and Broker's Opinion of Value. Interested in learning more about what your business is worth? Email us at support…

On today's Apex Business Advisors podcast episode, Andy is joined by our colleague Chuck Campbell. Chuck joins us to discuss the standard for an Apex client. He shares the four criteria we seek in an engagement and why meeting those criteria ultimately leads to a successful outcome. Ready to start the conversation? Get in touch for a FREE consultat…

On today's episode of the Apex Business Advisors podcast, Andy and Doug discuss the benefits of having a Broker's Opinion of Value performed in the 4th quarter. For a business to sell successfully, both the owner and the business must be ready. Unfortunately, this year, we have had to turn down several listings where only the seller was prepared. T…

A common theme we see with many sellers is the owner doesn't properly plan their exit. They come to Apex when they (the owner) are ready to sell because of burnout, retirement, health issues, etc. Unfortunately, they have not taken the necessary steps to make the business ready to sell. Both have to be ready to sell. Getting the business ready to s…

Andy recently wrapped up an engagement where he tracked all the time he spent working on the deal from start to finish. He and Doug discuss the percentages and activities in each phase of the deal. Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touch for a FREE consultatio…

On this episode of the Apex Business Advisors podcast, Andy and Doug are joined by one of our newer brokers, Ken Weiner. Ken stops by to share his fascinating background as an entrepreneur and shares some tips and tricks about candle making along the way. Are you considering selling your business? Are you considering entering the world of entrepren…

We're back with the second part of our two part series discussing Andy's first couple of years as a Professional Business Broker. He talks about the differences between the first year and second year. Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touch for a FREE consulta…

In this two-part episode, Andy recently celebrated an anniversary with the firm. He and Doug get into the nuts and bolts of the first year as a broker. He discusses his mindset, the approach to working with other brokers, buyers, and sellers in year 1, and the goals and objectives he set for himself. Are you considering selling your business? Are y…

Andy and Doug discuss the importance of building trust between the Buyer and Seller. It's a given that trust needs to be built, but so many sellers overlook this critical aspect. They discuss how doing little things like assisting with payroll setup, introductions, and pointing in the right direction for insurance can all either make or break a dea…

On today's episode of the Apex Business Advisors podcast Andy and Doug discuss what happens next after a deal falls apart. Doug had been working on a deal for a business with various challenges. Despite clearing many hurdles, the deal fell apart They share experiences about what commonly occurs after and the fallout with clients, attorneys, account…

Jason Terry is back to share more information about LinkedIn and how it can help grow your business. Today, Jason helps us with best practice tips and tricks for creating an engaging bio and the importance of posting consistent, engaging content, including personal storytelling. If your team needs some help getting the most benefit out of LinkedIn,…

Jason Terry joins Andy and Doug on today's Apex Business Advisors podcast episode. Jason has been helping his clients use LinkedIn effectively for over 13 years. In this two part episode, Jason, Doug, and Andy discuss the importance of LinkedIn for business owners and how it can help improve their businesses. Jason shares his personal experience wi…

We are back with Jeff Randolph, Chief Marketing Officer of EAG Marketing and Advertising. In today's episode, we play Fact or Myth with Jeff about various marketing topics for a small business. Topics touched on are Word of Mouth Advertising, the 2% Rule, Facebook's Algorithm, and marketing unicorns. Are you considering selling your business? Are y…

In Part 1 of a two-part episode of the Apex Business Advisors Podcast, Andy and Doug are joined by Jeff Randolph, Chief Marketing Officer at EAG Advertising and Marketing. The topics discussed in this episode are the value add drivers that an outsourced marketing agency can provide in helping a business ready for sale by growing revenue and profita…

Andy and Doug are back to pick up their conversation from last week about how the business has changed in the past twenty years. Today they talk about technology and the impact of COVID. Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touch for a FREE consultation. The best…

Andy and Doug have a new broker in the office and it sparked a conversation about what their first days were like. They started the business nearly 20 years apart and things were vastly different 20 years ago. Hear how Doug's "CRM" started and how it has evolved, the types of businesses listed, closings around 9-11, and more. Are you considering se…

One of our newer brokers, Wayne Swisher, sits down with Andy to discuss his career, what led him to be a business broker at Apex, and what he most looks forward to with the firm. Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touch for a FREE consultation. The best way to …

On today's episode of the Apex Business Advisors podcast, Andy and Doug discuss scenarios when buyers want to go too deep with their questions too early in the process. Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touch for a FREE consultation. The best way to learn abou…

In many instances, multiple buyers are vying for the same business. On today's Apex Business Advisors podcast episode, Andy and Doug discuss a few different ways (outside of Cash, Full Asking, No Contingencies) buyers can set themselves apart from the pack. Are you considering selling your business? Are you considering entering the world of entrepr…

Andy and Doug are discussing the magic that is June 30. It's halfway through the year, and what does that mean for listing and selling your business? Find out here. Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touch for a FREE consultation. The best way to learn about us…

On today's episode of the Apex Business Advisors podcast, Andy and Doug share a cautionary tale about an Accountant that valued a business approximately 8 times over what it would sell for. Hear how they arrived at their number and the flaws in the analysis that led to an unnecessarily difficult conversation with a would-be client. Are you consider…

Ryan joins Andy and Doug on this Apex Business Advisors podcast episode. Ryan is a broker in the office and recently acquired a business that Apex had listed. He discusses this unique approach to acquisition. Doug details how the notification to the Seller is handled when an Apex broker buys the business, and Ryan shares his experience going throug…

Doug is back and talking about his favorite subject - Closings! While he was on vacation, several businesses closed their transactions. He discusses the deals that got done and what it took to get them to the finish line. Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touc…

Billy Oxley once again joins us to share his experience selling three businesses. Similar to his Buyer Advice, he shares how his process changed after he had gone through it a couple of times. Are you considering selling your business? Are you considering entering the world of entrepreneurship? If so, please get in touch for a FREE consultation. Th…

Billy Oxley was a serial entrepreneur before it was a common thing. Billy and his Dad bought, operated, and sold three businesses in his career. Today, he sits down with Andy to share how his experiences changed with the knowledge he learned from each transaction and what advice he would give a buyer on evaluating if the business is right for them.…

Greg Reese of Reef Point LLC is back to discuss the benefits of a DST. During this episode, he will discuss how to qualify for a DST, who can benefit, and how. Interested in learning more about Deferred Sales Trusts? Head on over to Greg's website Are you considering selling your business? Are you considering entering the world of entrepreneurship?…

Andy is joined by Greg Reese, Principal and Managing Member of Reef Point LLC. For over 20 years, Greg has been assisting people with a little known strategy when it comes to selling a business - Deferred Sales Trust. In this two part episode, Greg joins us today to define what a Deferred Sales Trust and how it can be deployed to help a seller keep…

On today's episode of the Apex Business Advisors Podcast, Andy and Doug discuss the work that needs to be done by the Business Owner before they list the business for sale to do some planning to make sure they're efficient in the Planning topics of Timing, Goal Setting, Valuation, Tax Planning, and Financial Planning. Are you considering selling yo…